Transdigm Group Incorporated $TDG Stock Position Lifted by Sigma Investment Counselors Inc.

Sigma Investment Counselors Inc. lifted its position in Transdigm Group Incorporated (NYSE:TDG) by 32.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,371 shares of the aerospace company’s stock after acquiring an additional 1,061 shares during the period. Sigma Investment Counselors Inc.’s holdings in Transdigm Group were worth $4,732,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Burkett Financial Services LLC acquired a new position in Transdigm Group in the 2nd quarter worth approximately $25,000. Meeder Asset Management Inc. purchased a new position in Transdigm Group during the 2nd quarter worth approximately $31,000. Trust Co. of Vermont acquired a new stake in Transdigm Group during the 2nd quarter valued at $33,000. Western Wealth Management LLC acquired a new stake in Transdigm Group during the 1st quarter valued at $30,000. Finally, Financial Life Planners acquired a new stake in Transdigm Group during the 1st quarter valued at $34,000. Institutional investors and hedge funds own 95.78% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on TDG. JPMorgan Chase & Co. lowered their price target on Transdigm Group from $1,450.00 to $1,415.00 and set a “neutral” rating on the stock in a report on Thursday, September 17th. UBS Group increased their price objective on Transdigm Group from $1,585.00 to $1,695.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Wall Street Zen lowered Transdigm Group from a “buy” rating to a “hold” rating in a research report on Monday, July 20th. Guggenheim began coverage on Transdigm Group in a research report on Tuesday, September 15th. They set a “neutral” rating for the company. Finally, Morgan Stanley lowered their target price on Transdigm Group from $1,400.00 to $1,300.00 and set an “equal weight” rating on the stock in a research note on Monday, October 19th. Five investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $1,428.40.

Transdigm Group Stock Up 0.2%

TDG stock opened at $1,131.51 on Wednesday. The company has a 50 day moving average of $1,132.91 and a two-hundred day moving average of $1,232.20. The company has a market cap of $63.29 billion, a price-to-earnings ratio of 34.33 and a beta of 0.96. Transdigm Group Incorporated has a 12-month low of $1,071.25 and a 12-month high of $1,463.03.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, beating the consensus estimate of $10.30 by $0.57. The company had revenue of $2.74 billion for the quarter, compared to analysts’ expectations of $2.68 billion. During the same quarter in the prior year, the firm earned $9.60 earnings per share. The company’s revenue was up 22.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. On average, research analysts anticipate that Transdigm Group Incorporated will post 38.81 EPS for the current year.

Insider Activity

In related news, Director W. Howley sold 10,132 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total value of $12,525,988.96. Following the completion of the sale, the director owned 21,548 shares of the company’s stock, valued at approximately $26,639,361.44. The trade was a 31.98% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, COO Joel Reiss sold 4,100 shares of the business’s stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $1,128.04, for a total value of $4,624,964.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,060,944. The trade was a 53.25% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 22,032 shares of company stock worth $26,250,979. Insiders own 3.20% of the company’s stock.

About Transdigm Group

TransDigm Group Incorporated (NYSE: TDG) is a global aerospace manufacturing company that designs, produces and supplies aircraft components, systems and related products. Its portfolio includes mechanical and electrical systems, cockpit and cabin products, airframe components, power and control systems, engine components, and other specialized equipment used in commercial, business and general aviation, and military aircraft.

The company serves aircraft manufacturers, airlines, aircraft operators, maintenance providers and defense customers.